Intelligence centers

ABSTRACT

Disclosed herein, among other things, is a system comprising a content repository, a communication portal developer, a content manager, and an analytic engine. The content repository is adapted to store electronic content in a computer-readable storage medium. The communication portal developer includes at least one wizard to create a plurality of customizable portals without coding software. Each customizable portal is accessible to one or more selected visitors through a web browser. The content manager is adapted to publish selectable electronic content to selectable portals. The content manager includes at least one wizard to populate and manage the electronic content within the content repository. The analytic engine analyzes electronic content use and visitor behavior while logged into their customizable portal. In various embodiments, the analytics are provided in real time or near real time. Other embodiments are disclosed herein.

CROSS REFERENCE TO RELATED APPLICATION

This application is a Continuation application and claims the benefitand priority to the U.S. patent application Ser. No. 15/333,904, filedOct. 25, 2016, which is a Continuation application and claims thebenefit and priority to the U.S. patent application Ser. No. 14/503,281,filed Sep. 30, 2014, now U.S. Pat. No. 9,507,865, which is aContinuation and claims the benefit and priority to the U.S. patentapplication Ser. No. 13/225,051, filed Sep. 2, 2011, now U.S. Pat. No.8,930,412, which is a Continuation application and claims the benefitand priority to the U.S. patent application Ser. No. 12/839,865, filedJul. 20, 2010, now U.S. Pat. No. 8,046,387, which is a Continuationapplication and claims the benefit and priority to the U.S. patentapplication Ser. No. 11/145,750, filed Jun. 6, 2005, now U.S. Pat. No.7,774,378, which claims the benefit of priority of U.S. ProvisionalApplication Ser. No. 60/577,357 entitled “System and Method forProviding a Marketing and Sales Intelligence Center,” filed Jun. 4,2004, under 35 U.S.C. 119(e), which applications are incorporated hereinby reference in their entirety.

TECHNICAL FIELD

This disclosure relates generally to software and, more particularly, tosystems, devices and methods for providing intelligence centers.

BACKGROUND

Useful and desired information can be easily lost within largequantities of available data. Much of the available data can quicklybecome obsolete in a fast-changing environment, or is not directly onpoint. Various document management, content management or knowledgemanagement engines are used to manage information. Useful information isable to be timely accessed and shared with others.

Customized and private communication channels used to share customizedinformation often require relatively complex communication and databaseprogramming, or otherwise require technical assistance. Suchrequirements are obstacles to quickly share information in fast-changingenvironments.

One example of useful information is customer information. Variouscustomer relationship management (CRM) software are used to trackcustomer information and audit sales opportunities. However, CRMsoftware lacks, among other things, business logic and templates.

SUMMARY

One aspect of this disclosure relates to a system. Various systemembodiments include a content repository, a communication portaldeveloper, a content manager, and an analytic engine. The contentrepository is adapted to store electronic content in a computer-readablestorage medium. The communication portal developer includes at least onewizard to create a plurality of customizable portals without codingsoftware. Each customizable portal is accessible to one or more selectedvisitors through a web browser. The content manager is adapted topublish selectable electronic content to selectable portals. The contentmanager includes at least one wizard to populate and manage theelectronic content within the content repository. The analytic engineanalyzes electronic content use and visitor behavior while logged intotheir customizable portal. In various embodiments, the analytics areprovided in real time or near real time.

Various system embodiments include means for populating and managingelectronic content in a content repository using programming wizards,means for creating customizable communication portals without codingsoftware using programming wizards, means for publishing selectableelectronic content within the content repository to selectable portals,and means for analyzing electronic content use and portal use. Eachcommunication portal is customized to provide a portal for at least onespecific user. Each specific user is associated with the portal to whichthe electronic content was published is able to access the publishedelectronic content within the content repository through the portal.

One aspect of this disclosure relates to a method. According to variousembodiments, electronic content in a content repository is populated andmanaged using programming wizards. Customizable communication portalsare created without coding software using programming wizards. Eachcommunication portal is customized to provide a portal for at least onespecific user. Selectable electronic content within the contentrepository is published to selectable portals. Each specific userassociated with the portal to which the electronic content was publishedis able to access the published electronic content within the contentrepository through the portal. Content use and portal use is analyzed.

One aspect of this disclosure relates to a method for creating a portalthrough a user interface with a communication portal developer.According to various embodiments, an owner of the portal is selectedfrom a list of potential owners provided by the interface. An audiencefor the portal is selected from a list of potential audiences providedby the interface. Electronic content from a content repository and usersare added to the portal.

One aspect of this disclosure relates to a computer system. Varioussystem embodiments include a content repository and a communicationportal developer used to develop customized portals. The contentrepository is adapted to store electronic content in a computer-readablemedium. The communication portal developer includes a portal ownerinterface, an audience interface, a portal content interface, and aportal user interface. The portal owner interface provides a list ofpotential owners and enables selection of a portal owner from the listof potential owners. The audience interface provides a list of potentialaudiences and enables selection of an audience from the list ofpotential audiences. The portal content interface provides a list ofpotential electronic content stored in the content repository that canpotentially be accessed through the portal. The portal content interfaceenables selection of portal content from the list of potentialelectronic contents to allow one or more portal users to access theselected content through the portal.

This Summary is an overview of some of the teachings of the presentapplication and not intended to be an exclusive or exhaustive treatmentof the present subject matter. Further details are found in the detaileddescription and appended claims. Other aspects will be apparent topersons skilled in the art upon reading and understanding the followingdetailed description and viewing the drawings that form a part thereof,each of which are not to be taken in a limiting sense. The scope of thepresent invention is defined by the appended claims and their legalequivalents.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 illustrates an embodiment of system to provide an intelligencecenter.

FIG. 2 illustrates an embodiment of a system to provide a marketing andsales intelligence center.

FIG. 3 illustrates, generally, an embodiment of table-driven wizard usedto create customizable ports, to populate and manage electronic contentwithin the content repository, and to publish selectable electroniccontent to selectable portals, for example.

FIG. 4 illustrates an embodiment of a process to select content from acontent repository for use as portal content.

FIG. 5 illustrates an embodiment of a method for creating a portalthrough a user interface with a communication portal developer.

FIG. 6 illustrates an embodiment of a computer system to developcustomized portals to share content.

FIG. 7 illustrates a new product release process, according to variousembodiments.

FIG. 8 illustrates a marking and sales programs workflow, according tovarious embodiments.

FIGS. 9A-B illustrate a marking and sales programs workflow, accordingto various embodiments.

FIG. 10 illustrates a customer selling, servicing and re-sellingprocess, according to various embodiments.

FIGS. 11A-B illustrate services effectiveness workflow, according tovarious embodiments.

FIG. 12 illustrates a content management lifecycle process, according tovarious embodiments.

DETAILED DESCRIPTION

The following detailed description of the present subject matter refersto the accompanying drawings which show, by way of illustration,specific aspects and embodiments in which the present subject matter maybe practiced. These embodiments are described in sufficient detail toenable those skilled in the art to practice the present subject matter.Other embodiments may be utilized and structural, logical, andelectrical changes may be made without departing from the scope of thepresent subject matter. References to “an”, “one”, or “various”embodiments in this disclosure are not necessarily to the sameembodiment, and such references contemplate more than one embodiment.The following detailed description is, therefore, not to be taken in alimiting sense, and the scope is defined only by the appended claims,along with the full scope of legal equivalents to which such claims areentitled.

Various aspects and embodiments of the present subject matter providehosted intelligence centers that enable dynamic information delivery.Embodiments of the present subject matter are delivered as an ASP(active server pages) hosted solution that can be leased and can beaccessed through a web browser. No additional hardware or software isrequired.

Various embodiments of the present subject matter adapt to a businesswithout development. The intelligence center is branded for eachcustomer using a template driven approach. Each customer deploymenttakes on the look and feel of the companies branding. Some embodimentsscrape a customer's existing website, also referred to as a dot comsite, to obtain font type, font size, font color, graphics, background,button types, and the like, to automatically develop a skin that matchesthe customer's brand.

Various embodiments of the present subject matter adapt to individualuser needs. The intelligence center adapts to the unique needs of eachuser. This is accomplished without development using templates andincludes dynamic delivery of files, news, reporting, usage, and otherrepository values.

Various embodiments of the present subject matter provide advancedsearch features and functions. A search engine filter combined with ahierarchical interface display is used to locate content. This providesthe user with the ability to search through thousands of documentscontained in the repository based on metadata tags for each of thedocument to locate matches. An advanced search engine returns matchesbased the customer's products and method of doing business. Content canbe searched based on the profile of an opportunity. Data shaping andother advanced SQL techniques can be used to quickly return content.

Various embodiments of the present subject matter provide portalcreation without development. The portal creation wizard allows users tocreate online web portals in several mouse clicks without applicationdevelopment effort using HTML or other programming language. Each portaldelivers dynamic content to users over the internet and provides avendor with the ability to understand the portal user's behaviorreal-time.

Various embodiments of the present subject matter provide advancedcontent management. Users are able to submit, publish, maintain, andretire content using the automated web application. The repository isself grooming sending alerts to content authors when content is near toretirement and provides feedback from users of content.

Various embodiments of the present subject matter provide guidedselling. The guided selling feature returns content contained in therepository based on the customer's profile. It displays this in thecontext of the customer's selling process. Various embodiments of thepresent subject matter provide real-time, or near real-time, analytics.Real-time analytics to understand the usage of the application and thecontent is provided as a by-product of users accessing the intelligencecenter. The analytics can be tracked at a user, division, and countrylevel. Advanced SQL accessing techniques can quickly display results.

Various embodiments of the present subject matter provide an on-lineresource center, which provides a facility that allows users to build anintranet without application development effort. Each page is dynamicdisplaying only content that is assigned to the user's division.

The intelligence center is a hosted product suite that is designed to becustomized without development effort. As a hosted solution no hardwareneeds to be bought, no software needs to be installed and only a quicksetup wizard is completed. The intelligence center is easily branded tolook like an end user's intranet and Internet sites and, by using arapid deployment approach, takes less than 8 hours to rollout.

FIG. 1 illustrates an embodiment of system to provide an intelligencecenter. The illustrated intelligence center 100 includes a contentrepository 101, search engine 102, and analytic engine 103. Theillustrated intelligence center further includes a user interfaces 104to appropriately access the content repository, search engine andanalytic engine, which are grouped together for simplicity as Repositoryand Engines 105. The illustrated intelligence center further includesport(s) 106 for users with privileges to access corresponding userinterfaces 104, and customizable portals 107. The customizable portals107 function as private websites to view and publish content selectedspecific for the portal and to collaborate with other visitors of thecustomizable portal.

The illustration further includes visitor 108A who accesses portal 1through network 109 using browser 110A, visitor 108B who accesses portal2 through network 109 using browser 110B, visitor 108C who accessesportal 3 through network 109 using browser 110C, visitor 108D whoaccesses portal N through network 109 using browser 110D. Each portalcan be customized to allow one or more specific visitors. Theillustration also includes a user 111 with privileges who accesses theuser interfaces 104 and the customizable portal(s) 107. A remote usercan access the intelligence center via a global communication network,as illustrated at 113, and a local user can access the intelligencecenter through a local network, as illustrated at 114, or a globalnetwork, as illustrated at 113. User accounts provide access to theproduct, and dictate the level of control that the logged-on user has.According to various embodiments, a user account falls within one of thefollowing groups: Visitors, an externally grantable user account whichenables users to view the portals to which they are assigned; VisitorAdministrators, an externally grantable user account which enables usersto view and administer the portals to which they are assigned,Publishers, which enables users to publish content to the repository,and therefore also to private websites, and to administer Visitor andVisitor Administration accounts, Administrators, which enables users topublish content and administer all user accounts and product settings,and Super Users, which is a special group for staff members.

A brief introduction of the system components is provided here. Furtherdetail is provided throughout this specification. The content stored inthe content repository is electronic content, which is capable of beingstored in electronic form on a computer-readable medium. Each contentitem is stored once, and is capable of being associated with at leastone portal. The electronic content can be organized by associating eachcontent item with categories 115, sub categories 116, sub-subcategories,and the like. Additionally, metadata 117 can be associated with eachcontent item to assist with searching functions. The search engine 102is adapted to search by metadata, and/or categories, subcategories,which corresponds to the categories and metadata associated to thecontent within the content repository. Contextual searches 118, such assolution based searches, can be performed using the metadata. Theanalytic engine is adapted to generated selectable reports, includingreports regarding portal specific data 119, such as who is using theportal and when and how the portal is being used, and regarding contentdata 120 such as how often the content is used. This information can beprovided in real time or near real time, i.e. without noticeable delayto the user.

The illustrated user interfaces 104 include an analytics interface 121,with a table-driven report wizard, used to select and customize desiredreports. The illustrated content manager interface 122 includes atable-driven wizard used to manage and groom the content in the contentrepository. The illustrated portal developer interface 123 includes atable-driven wizard used to create and customize communication portals.The system manager interface 124 is used to control the functionality ofthe intelligence center, and the dashboard interface 125 provides aninterface for a user to view and gain access to often-used information,such as portal information, electronic content use and visitor behavior,and email communication.

The system manager 124 allows staff to quickly and easily setup theintelligence center to support a business without the need to performcustomized application development. The system manager is used to adaptthe intelligence center to adhere to a company's processes, products,competitors, industries serviced, and collateral content types. Inaddition, the color scheme and overall look and feel can be changed toadhere to intranet or extranet sites. This component uses step-by-stepwizards to ensure quick setup and to enable content publishing, even onthe same day on which the intelligence center is installed.

The content manager 122 allows those that manage content to fine-tuneand continue to grow content such as marketing collateral, salespresentations and training material in real-time mode. Content is madeavailable immediately with targeted communication emails to ensure thatcontent is used. To prevent outdated content, the content repositoryautomatically grooms the materials based on rules defined by staffresponsible for content management. The entire content managementprocess is automated, allowing a user to simply review, approve, andmaintain content using a step-by-step approach. Content is posted,archived, and removed from the content repository without the help of ITor native HTML development. The content manager includes a basic set ofcollateral templates used to quickly populate consistent content.

A user component allows staff to have direct access to the latestcollateral, sales presentations, and training material for theirspecific target user audience, be it employees, customers, channelssales or partners. The user component also enables staff to have directfeedback to document owners, allowing them to have a hand in thefine-tuning of documents. Users have access to the latest content withthe ability to email, download, and package content for customers. Theuser component also fosters collaboration allowing the user to interactwith content owners, share feedback, post customer wins, and submit newbest practice content. The My Solution feature allows a user to quicklyaccess content that they frequently leverage.

A well-known problem with many intranets and extranets is outdatedcontent. All content published to the content repository 101 has anexpiration date. Using email, content owners receive notification ofcontent in need of review. The owner can update and extend the contentor simply allow it to be archived.

The intelligence center provides a web-based, database-drivenapplication that provides a centralized framework for managingcollateral and information, and an online library with a search engine.The intelligence center deploys easily and, using built-in setupwizards, content templates and reports, adapts to meet business needswithout having to build custom code. Two-way communications throughcustomizable portals allows both input and feedback between teams.Unused content is managed through the application of “usage thresholds”If a document is not being used by the field (failing to exceed athreshold of minimal unique hits), then the owner will be notified; theycan either promote and extend the content, or allow it to be archived.Archived content may be easily searched by users, but is removed fromthe main “workspace”.

FIG. 2 illustrates an embodiment of a system to provide a marketing andsales intelligence center. The illustrated system 200 illustrates thatthe system includes customizable portals 207 A-E, capable of beingcreated and customized for an internal audience (along with subsets ofinternal audiences such as various management positions, for example),and external audiences such as prospects, customers, partners, andexternal users of the organization. Thus, since the creation ofcustomized portals is quick and easy using table-driven wizards andsince the content can be quickly and easily published to the newlycreated portals using table-driven wizards, specific content from thecontent engine 201 can be provided for each specific portal to meet thespecific needs of the user of the portal. The content engine can ensurethat relevant, updated information is published to the portals. Someinformation regarding content management, including a content managementlifecycle, is provided below with respect to FIG. 12. As is provided inmore detail below, the content engine is able to provide real timeanalytics and collaboration, and document management and workflow.Additionally, the content engine can be integrated with external systemssuch as email and CRM systems, for example.

FIG. 3 illustrates, generally, an embodiment of table-driven wizard usedto create customizable ports, to populate and manage electronic contentwithin the content repository, and to publish selectable electroniccontent to selectable portals, for example. The illustration generallyincludes a relational database 326, such as can be stored in the contentrepository. The database includes a number of tables 327. Examples oftables include available portal owners 328, available portal audiences329, available portal users 330, available content 331 (as determined byassociated content) or any other table 332. The table-driven wizardaccesses the tables in the database to provide a list, and also permitsthe wizard user to select from the list. As illustrated generally in thefigure by lines 334 and 335, the selected audience type and/or selectedcategories (including subcategories and sub-subcategories) can be usedto limit the available content to be chosen. In some embodiments, theaudience type functions as a category type. Pull-down menus are one wayto select from the table. Those of ordinary skill in the art 9 willunderstand that other ways can be used to select from the table data.The table data can be entered into the system using forms, and storedfor later use. Some embodiments integrate with external systems, such asemail and CRM systems, to populate the data. The data from these systemsis then available for selection.

FIG. 4 illustrates an embodiment of a process to select content from acontent repository for use as portal content. The content repository 401contains groomed content that is managed through a content manager, suchas illustrated at 122 if FIG. 1. Thus, accurate and current content isstored in the content repository 401. When a portal is created, a portaltype 437 is selected from a table of available portal types. The portaltypes are associated with the content in the content repository. Uponselection of a portal type, a subset 438 of the total amount of contentis available for publication to the portal. The user is able to reviewand select 439 from this subset the content to be published to theportal. The content 440 “published” to the portal remains within thecontent repository. The portal provides a view or access to content.Thus, the content manager is able to continue to update or otherwisegroom the content published to the portal to provide portal content. Thevisitor to the portal is able to download a current version through theportal. The figure illustrates a subset created by portal type. Othertable-driven ways to select subsets and sub-subsets of data can beimplemented.

FIG. 5 illustrates an embodiment of a method for creating a portalthrough a user interface with a communication portal developer. At 541,an owner of the portal is selected from a list of potential ownersprovided by the interface. The list of owners can be stored in adatabase table of potential owners. At 542, an audience for the portalis selected from a list of potential audiences provided by theinterface. The list of audiences can be stored in a database table ofpotential audiences. At 543, electronic content from a contentrepository is added to the portal. The portal allows a visitor to viewor otherwise access the content, but the content remains stored in thecontent repository and is able to be groomed using the content manager.A visitor to the portal can make of a copy of the content and send,store, and/or revise the copy of the content. At 544, users can be addedto the portal. The users can be manually entered, can be selected from apreviously stored list of potential users, or can be imported from anexternal contact management system such as an email system or CRMsystem. Adding the electronic content and the users can also beperformed through a process of selection.

FIG. 6 illustrates an embodiment of a computer system to developcustomized portals to share content. The illustrated system includes acontent repository 601 to store electronic content in acomputer-readable medium, and further includes a communication portaldeveloper 623 to develop customized portals. The developer 623 includesa portal owner interface 645 to provide a list of potential owners andto enable selection of a portal owner from the list of potential ownersusing a table-driven wizard. The developer 623 further includes anaudience interface 646 to provide a list of potential audiences and toenable selection of an audience from the list of potential audiencesusing a table-driven wizard. The illustrated developer 623 furtherincludes a portal content interface 647 to provide a list of potentialelectronic content stored in the content repository and accessiblethrough the portal. A table-driven wizard enables selection of portalcontent from the list of potential electronic contents. A portal userinterface 648 is used to add one or more visitors to the portal. Thevisitors, or users, can be added using a table-driven wizard.

Example: Hosted Marketing and Sales Intelligence Center

Examples of specific implementations of the hosted intelligence centerincludes hosted marketing and sales intelligence center, hosted healthcare intelligence centers, and hosted real estate intelligence centers.The marketing and sales intelligence center is illustrated in thisdocument as an example of an implementation. Those of ordinary skill inthe art will understand, upon reading and comprehending this disclosure,how to implement the intelligence center into other industries, such as,by way of example and not limitation, health care and real estate. Thus,unless otherwise recited in the claims, the claims should not be limitedto a particular application within particular industry.

The marketing and sales intelligence center, according to variousembodiments of the present subject matter, provides the ability toeasily manage, find, deliver, and communicate information to sell moreeffectively. The marketing and sales intelligence center provides anenvironment that delivers useful, on-demand, customizable and actionableinformation to sales teams, partners, and customers using customizableportals for customers, prospects and partners. The marketing and saleintelligence center serves as a central repository of knowledge used todrive revenue with new and existing customers and to maintainsynchronization for all sales channels and those that enable sales.

The hosted marketing and sales intelligence center enables marketing toeffectively launch new products including “sales ready” collateral thatworks for all sales channels to bridge the gap between marketing andsales, enables marketing programs that are in sync with the needs ofcustomers and prospects to bridge the gap marketing and current marketneeds, and enables real-time feedback to evolve the value proposition,competitor intelligence, and product requirements. The hosted marketingand sales intelligence center provides a personal website through acustomizable portal to enable the customer to understand the valueproposition based on their needs and continue to stay current on thesolutions available for add-on sales. Best practices can be sharedacross the entire organization using consistent material and priorsuccesses to quicken the time to ramp-up new staff. Real-time, or nearreal-time, analytics continuously provides a way to measure and improvethe overall effectiveness of marketing, sales, services, and othergroups involved in selling, supporting sales, or supporting thecustomer. Because of the real-time or near real-time analytics, there isno perceived delay in receiving the data because the data is processedwhen it enters the computer rather than by some sort of batch processingwhere the information is stored and operated on at a later time.

According to various embodiments, the present subject matter provides anenterprise solution for a revenue enablement lifecycle, including a newproduce release, marketing/sales programs and education, saleseffectiveness, service effectiveness, and best practices and analytics.The entire lifecycle has at its core a repository of content stored inthe customer's private website. Within minutes a private, customizedwebsite for the customer can be generated by the present subject matter.

New Product Release

Problems associated with conventional new product releases include thelack of consistent release process, the lack of common collateral, andthe lack of a vehicle to launch new product to enable all sales channelsto learn the value proposition. There is no automation or vehicle todrive the necessary collaboration to create and evolve the message andprovide field proven best practices, no clear understanding of theenablement needs for each sales channel resulting in generic material,and no clear understanding of the product priority, revenue goals, whattarget sales channels need enablement. The time between the release of anew product and the effective selling across all channels is too long,such that products “die on the vine”. Training programs are costly andineffective taking people away from selling time. Features are sold overvalue, which leads to discounting, increasing the loss rate tocompetition along with poor forecasting and revenue visibility.

With respect to new product releases, the present subject matter can beused to drive collaboration through the enterprise to produce consistentand effective sales training. A combination of product, salescollateral, and training materials are produced to effectively release anew product. This content ensures that direct sales, channel sales,partners, and customers quickly understand the value proposition andproduct. The present subject matter can provide a standard process andvehicle to distribute new content used to enable all sales channels tolearn and evolve the value proposition. Using the present subjectmatter, a new product release process focuses on connecting the valueproposition to the needs of the customer base to quickly identify newsales opportunities, and provides consistent sales collateral andtraining content including sales/training kits and solution orientedpacking. Training is delivered “just-in-time” as the various saleschannel work the opportunity.

FIG. 7 illustrates a new product release process, according to variousembodiments. The kit builder functionality is used as collaboration toolto drive the creation of content that is used by each of the kit types.Upon the release of a product “sales ready” collateral with imbeddedtraining is provide to quickly gain traction is the sale of the newrelease. As illustrated in FIG. 7, the revenue goals and sales channelstarget customers are identified at 749, and the product database tablesare updated at 750. A sales enablement training kit is created at 751,using templates and examples as leverage, as illustrated at 752. Theowner and kit content is determined at 753, and at 754 a message (e.g.email) is sent requesting contributions. Content is published andcommunication details are created at 755, and an email announcing thekit is generated for all users and the targeted audience at 756.Communication is sent for management staff training 757 and for requiredcontent review 758, and reports are generated 759 for training usage andprogress.

Marketing and Sales Programs

Problems associated with conventional marketing and sales programsinclude a gap between what sales needs and what marketing provides, theinability to timely process the constantly evolving products andpositioning, re-training of new and existing product value propositionand tech product training such as may occur because of mergers andacquisitions, an inconsistent message across all channels, poorcommunications between sales channels and customers. Additionally, thematerials are not value based. Because of these problems, collateralneeds to be reworked taking away from selling time and working withcustomers. The creation and re-distribution of collateral is costly.Customers tend to become confused due to inconsistent messages frommultiple channels. Poor communication between sales channels andcustomers decreases reaction time to minor shifts and major strategicinflection points. Products are not in line with market needs becausefocus on requirements is lost. Discounting is required to create senseof urgency to buy rather than selling business value reducing revenue.

With respect to new product releases, the present subject matter can beused to provide a collaboration engine and standard processes to enablethe introduction of new products to the market quicker. Marketingcampaigns can be aligned to real needs in the market. A singlerepository provides one central point to update, and content can be usedby all channels. The present subject matter can provide a vehicle forjust-in-time training, and can provide analytics against central contentwith usage information and content feedback to allow a user to detecttrends in marketing, sales, and product. The present subject matter canbe used to provide targeted content to provide sale programs andmarketing campaigns inline with market needs. Mindshare is gained acrosssales channels and customer base to take advantage of the new productrelease. Marketing programs and pre-packaged solutions are developedthat are aligned to real customer needs in order to inform and motivatethe customer. The present subject matter provides the necessary tools toenable “just-in-time” (JIT) training across your sales channels andcustomer base.

FIG. 8 illustrates a marking and sales programs workflow, according tovarious embodiments. The approach ensures that one standard message isdelivered to all sales channels and that sales targets specific customerneeds and pain points. Solution kits are created at 860. For formsdriven (also referred to herein as table-driven wizard) solution kits,identify the solutions, industries target customer roles, customerproblems, implications and needs, at 861, and update the database tablesat 862. A Program Based Selling kit is created at 863, where theprogrammed based selling initiative is defined at 864 includingdetermining audience, incentives and required collateral and updatingsolution content, and the tables are updated at 865. Proposal kits arecreated at 866, wherein the pricing and proposal content are updated at867 and the tables are updated at 868. The sales force is educated andsold on the solution and the program based selling at 869, where sellingtemplates are created at 870, tables are updated at 871, communicationis delivered at 872 and the collateral usage is analyzed at 873.

Sales Effectiveness

Problems associated with conventional sales include discounting toadvance and close the deal rather than building value. Current toolstrack account and customer information and audit the marketing and salesprocess, but do not address how to enable sales or how to understand andsell product. Poor communication can be attributed to artificial wallsbetween development, marketing, and sales channels. These problemsresult in poor forecasting and loss of revenue, ineffective saleschannels, and unused sales collateral.

With respect to sales effectiveness, the present subject matter can beused to bridge the gap between marketing and sale to sell value to thecustomer. After formal training is delivered, sales channels aredependent on selling tools and collateral. The present subject matterserves as the vehicle to deliver “sales ready” collateral packaged withjust-in-time training material to enable sales channels to quicklyidentify opportunities and sell value. The present subject matter canprovide online sales coaching, can improve the effectiveness of CRM andother productivity tools by providing an outline regarding how to sell.Sales kits are aligned to real customer needs and evolves based onfeedback and content analytics. Embodiments of the present subjectmatter provide private customer websites with content that is aligned totheir needs.

FIGS. 9A-B illustrate a marking and sales programs workflow, accordingto various embodiments. A selling and just-in-time learning process isillustrated at 974, and system can be synchronized at 975 with CRM andother tools. Feedback on content is provided at 976 and new content isposted at 977. New staff is ramped up using collateral at 978. For a newopportunity, as illustrated at 979, a customer's needs are uncovered. Inan effort to learn, content and training are leveraged based on profileand need 980, and collateral is reviewed 981. An initial letter isgenerated to prospect at 982. A value proposition and story is createdfor the customer at 983, references are gathered at 984 andcommunication (email) is provided to deliver initial proposition 985.Pre-meeting selling 986 involves preparing sales materials 987 anddelivering targeted content 988 through a desired vehicle (email,download, etc.). Value is presented at 989, and the private website(portal) is updated based on the customer's needs 990. The deal isclosed at 991, and the results are captured and appropriatelydisseminated at 992

Services Effectiveness

Problems associated with conventional sales include the lack ofconsistent messaging between pre-sales and post-sales teams, as thepre-sales teams do not share the perceived value for why the customerpurchased the product with post sales staff that handles the customer,and the post-sales teams do not communicate the actual value received topre sales account owners. Additionally, post-sales teams are unable toidentify and pass additional sales information to presales teams. Theseproblems result in improperly set expectations, implementations that donot meet expectations, the inability to leverage real customertestimonials for new sales, and reduced add-on sales after initial sale.

With respect to services effectiveness, the present subject matter canbe used to bridge the gap between pre and post sales to share bestpractices and capture deployment successes. After the sale has occurred,an organization should effectively transition to deployment modemaintaining the knowledge and best practices specific to each newcustomer. The present subject matter provides a central knowledge baseto maintain the customer's best practices online. The central locationallows standard files such as power point presentations as well as richmedia to be shared. Win reports captured and shared with service staffinclude statement of work or other additional supporting information.The service process leverages new customer information extending thecustomer's private website for collection and distribution of content.This is part of the re-selling process ensuring a smooth transition frompre to post sales.

FIG. 10 illustrates a customer selling, servicing and re-sellingprocess, according to various embodiments. The customized portal 1093(customer's private website) includes a repository of all contentdistributed to the customer, including both selling 1094 and servicing1095. This benefits marketing to analyze content usage, sales to buildvalue proposition, communicate, and analyze account, services tounderstand customer needs and to share best practices, and productmanagement and development to understand customer needs and tocommunicate product updates.

FIGS. 11A-B illustrate services effectiveness workflow, according tovarious embodiments. Reports (e.g. WIN Report and Statement of Work)from sales are reviewed at 1150, and learning about the customer throughcustomer profile and need etc. occurs at 1151 and solutions, etc. arereviewed at 1152. With reference to 1153 and 1154, a perceived valueproposition letter is sent. A pre-service call 1155 provides packagedand distributed service content including perceived value statement, anda service value statement is created 1156. The service work is performed1157, and portal (private website) is updated with service collateral1158. A customer testimonial is created 1159, and is associated with WINreport 1160 created by sales. A perceived value versus actual valuereport 1161 can be generated and posted on the website 1158. Solutiontables are updated 1162 with information gleaned from customertestimonial. Best practices are captured at 1163, and posted 1164 foruse during sales cycle.

Best Practices and Analytics

Very little is known about the effectiveness of multi-million dollarmarketing campaigns, new sales collateral, and product and salestraining. It tends to be a “one way street” with corporate providingcollateral to the field, however the field rarely reciprocates orprovides input on its usefulness. This is especially true ofgeographically distributed companies. Problems with conventional salesinclude the lack of analytics to understand usage of collateral, theinability to prioritize based on field usage and to rate and comment onthe content, and the inability to share best practices. Because of theseproblems, content is not updated and developed based on field usage.Revenue is lost since the top needs of the field are not addressed.Additionally, content does not evolve based on field usage, and bestpractices used in the field are lost. Real-time analytics becomes areality with a central repository accessed by all staff and customers.

The present subject matter provides a content management repository,which enables collaboration across the enterprise, one consistentmessage across all sales channels, the use of Internet and existingmessaging technologies, and just in time training. Without a centralknowledge base it is difficult if not impossible to maintain currentcontent, capture/share best practices, and understand the effectivenessof the work performed to enable your staff. The present subject matterprovides detailed metrics to help understand usage patterns, promotesuccess, and rework as necessary to keep in touch with the ever changingneeds of the market.

Content Repository

Some problems associated with enterprises involves the lack ofcollaboration due to many repositories and file structures. Additionalproblems include the lack of automation for workflow to effectivelycapture new content and feedback, outdated content, the inability tolocate content or understand content, and content that doesn't addressentire selling process. Because of these problems, resources areineffectively utilized to “re-create the wheel,” and best practices arelost preventing the ability to scale organization. Outdated content suchas competitive document causes loss of credibility and revenue.

A central repository with detailed information about each documentensures that users can quickly find, refine, use, and share content. Invarious embodiments, the entire enterprise has access to centralrepository. Development, Product Management, Marketing, Sales, andServices join forces to deliver product and collateral that are alignedto needs of the customer. The present subject matter provides a vehicleto share best practices real time. Automated content maintenanceworkflow ensures current content is flowing daily. Reports can beautomatically sent to owners of outdated content each day as expirationdate is within certain date range. Metadata is used to categorize andidentify content quickly via content index. Kits provide easy to findpre-packaged content, and built-in analytics are able to identify usage.The present subject matter provides a vehicle to capture customertestimonials and product feedback from staff that is closest to thecustomer, and provides a platform to share best practices across ageographically distributed sales model.

Various embodiments of the present subject matter content managementthat enables a “self-cleaning” intranet. The content management servesto “prune” or “groom” intranet content over time by automaticallyremoving and archiving both out-of-date and unused content. Out-of-datecontent is managed by giving all published content an expiration date.Several days prior to expiration, the content owner will be emailed andnotified accordingly. The owner may wish to update and extend thecontent or simply allow it to be archived. Unused content is managedthrough the application of usage thresholds. If a piece of content isnot being used by the field (failing to exceed a threshold of minimalunique hits), then the owner will be notified. In response to beingnotified that the published content has not met a usage threshold, theowner can either promote and extend the content, or allow the content tobe archived. Archived content may be easily searched by users, but isremoved from the main workspace of the system.

The system manager component is used to identify the thresholds for eachorganization to automate the pruning process. In various embodiments,the threshold include the number of days since last update, theexpiration date, and the minimum usage level over a defined period oftime. Reporting is provided to communicate with content managers thearchive process and affected content.

FIG. 12 illustrates a content management lifecycle process, according tovarious embodiments. An autoarchive process is illustrated beginning at1270. Autoarchiving can occur if the current date is approaching anexpiration date for the content 1271 or if the content usage is lessthan a threshold (e.g. x uses over y days) 1272. If either of theseevents occur, an email can be sent to the content owner 1273. The ownercan reply 1274 by extending date or updating the content 1275. If theowner does not reply 1276, the content is archived automatically 1277. Acontent manager can select to archive content 1278 if the update data isgreater than a selected date. A report is generated 1279 including alink to the content, the owner, and the view count. Owners of selectedcontent are sent an email 1280, and the content owner responds 1281 byextending time before retirement, agreeing to archive, or updating. Acommunication can be sent when content is updated 1281. An email can becreated to include all additions or modifications for a time period(e.g. a week) 1282 or to create email based on content area 1283.

System Components and User Tasks

Embodiments of the present subject matter conform to the discrete needsand goals of the organization, using pre-packaged templates developedfor various industry verticals and using examples to ensure a quickimplementation, using a fully-automated content management process todrive new content and refine current content based on actual usage.

Administration/System Manager

This component is used to define the site to adhere to any salesprocess, all content types, and tool kits. A system manager interface isillustrated at 124 in FIG. 1. A step-type-step wizard enables quicksetup. The component is used to setup and configure the intelligencecenter. The goal is to enable a new customer to quickly configure allaspects of the intelligence center. The system is designed to supportany type of company and product. Thus, the intelligence center is tabledriven allowing the system manager to configure based on their discreteneeds.

According to various embodiments, configuring the intelligence centerincludes installing the intelligence center to support a small or largegeographically distributed organization; assessing all organizationprocesses (e.g. a revenue enablement lifecycle); taking inventory ofcontent (e.g. marketing, sales, service and other content that supportsthe sale and service of the companies products); and loading the companyprocesses to serve as an outline and structure for the content and loadthe actual content. It is a goal to enable an organization to performthese steps quickly and easily without application development (i.e.without any changes to the program code or database). If theorganization is fairly mature with existing processes and content, a newcustomer can install in minutes, configure in hours, and roll out to theenterprise in days. This is different from other sales effectivenesstools and related solutions such as CRM or PRM. If the organization isnot mature with little or no process or content, then a processassessment quick-start consulting package can be used. The deploymentrequirement of install in minutes and configures in hours doesn't takeinto consideration content development. For organizations that requirework in this area, the intelligence center offers a content templatelibrary to expedite the creation of consistent content.

Some management tasks include, for example, the following tasks:

-   Create/Modify Product Information, including product families,    pricing, description and all other date contained in the product    table.-   Create/Modify Content Types, including examples and standard    templates and other information contained in the content table.    Templates and examples are used for online coaching and serve as the    starting point for content types included by the kit builder such as    sales enablement kit, solution kit, etc.-   Create/Modify Sales Process, which loads the methodology database    tables.-   Create/Modify Associated Tools such as CRM or other productivity    tools.-   Setup Email Connection, which provides details on what email system    (e.g. MS Exchange) is used for messaging.-   Create/Modify Competitors, including competitor information used by    sales wizard, win/loss catalog, and competitor quick view. The    competitor table is loaded.-   Create/Modify Industry Type, which is used by sales wizard, solution    wizard, and win/loss catalog. An example set of industry come with    the product. For example, banking, insurance, technology,    healthcare, government, etc.-   Create Methodologies, which can be used to capture any type of    process. For example, Create Methodologies can be used to convey    business process online for training, and sales steps used by sales    wizard.-   Create/Modify Kit Types, where a kit type provides a method of    categorizing content can be used by new product release process for    sales enablement kits, solution kits, PBS kits, etc.-   Create/Modify Proposal Templates, which can be used for proposals    and pricing.-   User Access Setup to determine access to components and content. For    example partners may see a filtered view of content that applies to    specific products.-   User Audience Setup, which can be used to categorize content for the    different types of users such as sales and technical sales. This is    also used for new content communication to target specific audiences    for changes in content.-   Identify Database, which can be used to determine what type of    database backend used, such as SQL Server and MS Access, for    example. Offline search capabilities can be provided.-   Configure Menu Items, which provides the ability to hide any of the    standard menu items-   Update Ownership, which provides the ability to change the ownership    for one or many documents or other content.-   Merge Content Type, which reassigns content ownership for entire    repository.-   Upload Company Global Address Book, which can be used for content    distribution and to track content usage by customer.-   Setup Kit Templates, which can be used to create types of kits and    associate all content types that apply, and to map content templates    and examples.-   Setup Departments, which can be used to load the department types    used to categorize content. Examples of departments include    marketing, sales, services, and the like. A base set of departments    can be provided.-   Load Sales Channels, which can be used to filter content by user    type, such as direct field and tele sales, partner sales. When    launching new products or simply adding a document, the groups    having access to the content are identified.-   Setup Fulfillment, which includes loading the information used to    create email to fulfillment center.-   Configure User Interface, which includes changing the look and feel    and menu items.-   Setup Divisions, which includes optional information used to    categorize content by business units or divisions such as business    units or subsidiaries.

Management also includes analytics and corresponding reporting tasks.Some analytics tasks include: Setup Kit Templates used to create typesof kits and associate all content types the apply. Also, map contenttemplates and examples; Setup Departments used to load the departmenttypes used to categorize content into departments such as marketing,sales, services, etc.; Load Sales Channels used to filter content byuser type such as direct field and tele sales, and partner sales; SetupFulfillment used to load the information used to create email tofulfillment center; Configure User Interface used to change the look andfeel and menu items; and Setup Divisions used to optionally categorizecontent by business units or divisions.

The Analytics user interface, illustrated at 121 in FIG. 1, is intuitiveand flexible to support the multiple task scenarios that apply. Anembodiment of a user interface includes buttons categorized by SystemSetup and Content Setup. System Setup buttons can include, for example,an online tutorial, an email setup, a user access setup, a databasesetup, configure tools and configure menu. Content Setup button caninclude, for example, configure content, content maintenance, processcreation, configure kits, and reporting. Content can be created byselecting search criteria, and updating system data tables. The searchresults can be sorted by most used, date, name and rating.

Content Engine

This component is used to review, approve and maintain content. Thecontent engine can be used by product management, marketing, salestraining, and the like. The content engine drives the entire contentmanagement process, including reviewing and publishing new content andmaintaining existing content. The intelligence center of the presentsubject matter allows every user to not simply use but also submit newcontent to the repository. In addition, using the kit builder facilitythe intelligence center provides an environment where user's cancollaborate on new content prior to being formally published.

Some content manager tasks include the following tasks:

-   Kit Builder Creation, which is used to drive the creation and    ongoing maintenance of logical groupings of content. Examples of kit    types include sales kits, solution kits, and program based selling    kits. Each company has the ability to create unique kit types and    associate a standard set of documents which serve as templates.-   What's New Email Creation, which provides an itemized list of the    changes for a date range, such as one week. The list is formatted to    be delivered in email ready message along with hyper links to direct    the user to the content.-   New Content By Audience Email Creation, which provides an itemized    list of the changes for a date range using audience type category.-   Review/Approve/Publish Content, which sends an email to content    managers with the details and link to new content. The content    managers can subscribe to publishing different content by product.    This includes updates as well as new content.-   Create Custom Page Editor, which provides a “what you see is what    you get” text editor to modify pages.-   Update Content View, which provides a listing view used to update    all metadata-   Multiple Content Delete, which provides the ability to select    multiple docs for deletion. List view with shift select.-   Multiple Content Archive, which can be used to transfer content from    active doc database to archive database-   Archive Content Index Restoration, which can use content index    search to connect to archive database with ability to restore    archived content-   Create Methodologies, which provides the ability to generate a    company process and post to company process content. Examples    include product release process, content submit and publish process,    and the like. If the method templates are purchase, upload process    directly to site.

The content engine includes the Kit Builder facility, whose benefitsinclude collaboration, collateral standards, and scalability. A kit ismanaged by a kit owner who is responsible for managing the kit, andworking with others to create documents that go into the kit. The KitBuilder provides a central collaboration workspace, which can be used towork with others to create documents for the kit. With respect tocollateral standards, a default collateral set can be created for eachkit type to provide for standard documents across kits. With respect toscalability, the Kit Builder can be used by various business groups toprovide kits organized around product. Kits can easily be created whennew Product Families or Products are introduced. An example of a kitbuilder process includes creating a new kit and determining from adefault list of collateral types those that are going to be included inthe new kit, assigning ownership of collateral types to specific users,associating documents to the collateral types in the kit, reviewing theassociated documents and update to complete, and publishing the kit.

According to an embodiment, both content manager and system manager canhave the ability to create kits. Only a user of one of the components(User, Content Manager, etc.) can gain access a kit in development. Uponcreation, the content or system manager identifies the users who haveaccess to the kit. A licensed copy is required to access a kit. Acontent manager can email a document contained in a kit. Individualsthat have access to kits can only review the details about the kit anddocuments, and access the docs attached to a kit, but cannot remove oradd documents to kit. Various embodiments use a spreadsheet and variousembodiments use a tree view such that a user is able to sort on aproduct folder to see all kits associated with the product. For example,there may be a customer, sales, and service kit for a release. In factbecause there are multiple versions, there may be multiple versions of asales kit per version. According to various embodiments, the templatesare files. Each of the kits will have a set of files. There are defaultkits that can be customized by a content manager or system manager. Inaddition, new kits with templates can be added.

Various embodiments provide Sales Kits, Customer Kits, and Service Kitsas default kits. The following provides the content types for each ofthese three kits, which can function as default kits, according tovarious embodiments. Some embodiments of Sales Kits include variouscombinations of Sales Guides; Sales Cheat Sheets; Competitive Review(optional); Competitive Cheat Sheets; Price Schedule; Data & SolutionKits; Customer Stories; Evaluation Guide (optional); CustomerPresentation; Email Template; Qualification Call Scripts; Return onInvestment Cheat Sheets; What's New; and Internal Training. Someembodiments of Customer Kits include Competitive Review (versionapproved for external distribution); Price Schedule; Data & SolutionKits; Customer Story; Evaluation Guide; Customer Presentation; Return oninvestment Cheat Sheets; What's New. Some embodiments of Service Kitsinclude Customer Stories; Customer Training; Frequently Asked Questions(FAQ); Implementation Best Practices; and Implementation Success Stories(link to service win reports). The template files are managed by thecontent manager, and are not displayed to the user. Every documentcontained in the default kits can have a template.

The content engine, also referred to as a content manager, userinterface is intuitive. An embodiment of a content engine interfaceincludes buttons categorized by system setup and content setup. SystemSetup buttons can include, for example, an online tutorial, configure,custom pages, and reporting. Content Setup buttons can include, forexample, content maintenance, publish content, process creation, kitbuilder, and update emails.

Intelligence Center

The intelligence center allows an end user to access content, andprovides the end user with the ability to interact with content owners,share feedback, and submit new content. The intelligence center can beused by marketing, product management, sales, services and partners, forexample.

Some intelligence center tasks include the following tasks:

-   Online Tutorial, which can be used by a new user to learn major    functions and how to navigate through this component.-   Request Access, which can be used to request access to site. An    email with contents is sent to the system manager.-   Locate Content, which can be used to locate content and then perform    an action on what is selected. A simple three step process    displaying the same metadata for each of the content searches can be    used. In the first step, search criteria is selected. An optional    second step sorts results by various criteria, such as by most used,    last update date, document name, document rating and the like. A    third step performs an actions, such as packaging content,    downloading zip files, downloading to enable work offline, saving as    favorite, adding to homepage, and including in private customer web    site.-   Sales Effectiveness, which can be used to prepared to sell and adapt    materials for a customer by learning about product, gathering    references, and locating and packaging content.-   JIT Training, which can be used to gain quick access to content that    enables company staff and partner staff to learn about products and    their value as they work with prospects and customers. JIT training    can include online review and testing of knowledge for new product    launches.-   Create/Update Customer Profile, which can provide ability to save    information about an account such as industry, business issues, and    competition.-   Create Customer Private Website, which can be based on content    selected using content index, to create private website. Only    documents that are identified as customer access can be posted to    this site. Content such as NDA or internal only cannot be posted.    This task is a menu driven way to build the website with the ability    to change the banner (include RE.com as default), include company    name, etc.-   Templates for Customer Portal Generation, which can use a wizard to    initially create portal page, then provide full edit capability for    customer to modify. For example, text and links can be included on    home page for top business issues addressed by proposed solution,    decision criteria to link to any form of requirement document,    related customer stories, projects that solution enables (compelling    event), processes and tools that solution enables (for example, for    a sale how does enable CRM product, product launch process, etc.),    account next steps, meeting date, links to online trial of solution    (link to online trial site), and customer contacts, including    contacts for current customers, prospective customers, partners    involved in evaluation or deployment.-   Content Submission, which cam enable users to submit the content    using configurable templates. Examples of such content include    customer win/losses, customer testimonials, new documents and    metadata, URL, field competitive intelligence, site feedback,    miscellaneous generic template.-   Provide Content Feedback, which can be used for documents selected    from the content index to provide the ability to rate documents    (e.g. 1-5 stars) and provide input and to send direct feedback to    the owner.-   Private Customer Site Analysis, which can provide analytics for all    traffic for customer private websites. List all private websites    sorted by most used.-   Content New Flag, which can be used to flag content not accessed by    user.-   Save Favorites, which can be used to allow a user to save a query or    kit page to their personal favorite page. When the document or kit    is absolute, a visual indication is shown to either update if    document has been removed or to update to latest release.-   Upload Personal Address Book, which can be used to provide the user    with the ability to upload their address book. This information is    used for content distribution and tracking distribution by customer.-   Distribution History, which can be used to track what documents have    been sent to each customer. This information is shared with CRM to    populate the activity record.-   Search Wizard (wizards use a series of questions to locate and    package content) can include a solution wizard, a product wizard, a    sales call package, a services wizard, and a training wizard. The    Solution Wizard can be used to locate and display company solutions.    Initial display includes elevator pitch, company presentation,    solutions presentation, product chalk talks. Content index with    solution type and core competency. The Sales Call Package can be    used to locate and package content for a sales call. Content index    with sales step, competitor, industry, solution type. The Sales Call    Package can also be used to search win/loss database. The Add    Service Win wizard can be used to capture actual value delivered and    capture best practices. Sets of electronic content can be saved to a    binder for future reference. Search wizards navigate the content    repository and display content in a meaning way.

This approach provides users of all levels with a quick way to locatedcontent in the context of the sales opportunity with prospects andservice engagement with a customer. Some embodiments provide the abilityto download, email, add to content cart, and/or save query to favorites.

Some examples of wizards are provided below. Those of ordinary skill inthe art will understand, upon reading and comprehending this disclosure,how to develop other table-based wizards.

Solution Based Wizard

In a process to prepare to sell, according to an embodiment of aSolution Based Wizard, the wizard entry form asks: What solution(s) isthe customer interested in? A solution selection box, including datafrom a solution type database table, permits the selection of one tomultiple solutions. The wizard prompts a selection from the list of alldocument sales kits that match solution, all customer email templatesthat match solution, all call script content types that match solution,and all presentation content types that match solution. In theembodiment, the wizard entry form asks: What is the customer's industry?An industry selection box, including data from an industry table, allowthe selection of at least one value from industry database table. Thewizard prompts a selection from the list of all customer email templatesthat match solution, select all call scripts content types that matchindustry, select win reports that match the industry, select service winreports that match the industry, and select all data sheets forindustry. In the embodiment, the wizard entry form asks: Is there acompetitor? A competitor selection box, including data from a computerdatabase table, allow the selection of at least one competitor. Thewizard prompts a selection from the list of select all win reports thatmatch competitor and select all competition content type docs for thecompetitor.

Only the selected fields are displayed. A displayed customer profileidentifies solution(s), industry, and competitor(s). A text box isdisplayed, with the text: What to say to gain customer interest. Contentmatches for solution or industry are displayed. A text box is displayedwith the text Email template to gain customer interest, including abutton to copy email template to an email message. A text box isdisplayed, with the text: Customer references to gain customer interest.The wizard prompts a selection of win reports that match the industry,service win reports that match the industry, and/or all customer storiesthat match the industry. A text box is displayed, with the text: Briefproduct information to gain customer interest. The wizard prompts aselection of data and solution sheets. In a process to prepare thematerials for selling, the wizard provides internal sales kits andprompts for a selection, and provides customer's kits for distributionto customer and customer kits for solution or industry. In a process toprepare to present the solution, the wizard provides presentationmaterials and prompts for a selection of content types for solution orindustry. In a process to prepare the materials to compete, the wizardprovides corporate and field competitive intelligence, and prompts for aselection of all win reports that match competitor and/or allcompetition content type docs for the competitor.

Product Based Wizard

In a process to prepare to sell, according to an embodiment of a ProductBased Wizard, the wizard entry form asks: What is the customer'sindustry? An industry selection box, including data from an industrytype database table, permits selection of an industry. The wizardprompts a selection from the list of all customer email templates thatmatch industry, win reports that match the industry, and service winreports that match the industry. The wizard form asks: What product(s)is the customer interested in? A product selection box, including datafrom a product type database table, permits selection of one or moreproducts. The wizard prompts a selection from the list of all sales kitsthat match the product selected, all customer email templates that matchproduct, and all call script content type docs that match product. Thewizard form asks: Is there a competitor? A competitor selection box,including data from a competitor type database table, permits selectionof one or more competitors. The wizard prompts a selection from the listof all win reports that match competitor and all competition contenttype docs for the competitor.

Only the selected fields are displayed. A displayed opportunity profileidentifies industry, product(s) and competitor(s). A text box isdisplayed, with the text: What to say to gain customer interest, andcontent matches for product or industry are displayed. A text box isdisplayed, with the text: Email template to gain customer interest, andcontent matches for product or industry are displayed. A text box isdisplayed, with the text: References to gain customer interest, andcontent matches of win reports and service win reports for product orindustry are displayed. A text box is displayed, with the text: Informand educate customer, and content matches of data and solution sheetsfor product or industry are displayed.

In a process to prepare the materials for selling, the wizard providessales kits and customer kits for the solution or industry for use ineducation and distribution. In a process to prepare to present thesolution, the wizard provides presentation materials for the solution orindustry. In a process to prepare to compete, the wizard prompts for aselection of all win reports that match competitor or all competitioncontent type docs for the competitor.

Packaging Content Wizard

This wizard provides collateral to be used on a sales call specific tothe needs of the prospect. This is a quick way to package content to bedistributed in either hardcopy or electronic format. According to anembodiment of a Packaging Content Wizard, the wizard entry form asks:What is the customer's industry? An industry selection box, includingdata from an industry type database table, permits selection of one ormore industries. The wizard prompts a selection from the list ofcustomer kits that match the industry. The wizard entry form asks: Whatsolution or product is the customer interested in? A solution selectionbox, including data from a solution database table, permits selection ofone or more solutions. The wizard prompts a selection from the list ofcustomer kits that match the solution. The wizard entry form asks: Isthere a competitor? A competitor selection box, including data from acompetitor database table, permits selection of one or more competitors.The wizard prompts a selection from the list of all competition contenttype documents that are marked as “free to distribute” for thecompetitor.

A displayed package collateral query identifies an opportunity profilethat includes industry, product(s) and competitor(s). A text box isdisplayed, with the text Customer kits to distribute or post to customerwebsite, and matches of customer kits for the industry or solution areprovided for selection. A text box is displayed, with the textCompetitive Comparisons, and all competition content type docs that aremarked as “free to distribute” for the competitor are provided forselection.

Service Powertool

This wizard provides best practices, training content, and win reportdetails to prepare for a consulting and training engagement. Accordingto an embodiment, the wizard entry form asks: What products has thecustomer purchased? A product selection box, including data from aproduct database table, permits selection of one or more products. Thewizard prompts a selection from the list of all service win reports thatmatch the product, all service kits that match the products, and allbest practice content types that match the product. The wizard entryform asks: What solutions is the customer interested in deploying? Asolutions selection box, including data from a solutions database table,permits selection of one or more solutions. The wizard prompts aselection from the list of document service kits that match solution andall best practice content type documents for solution.

A displayed package collateral query identifies a customer profile thatincludes product(s) purchased and solution(s). A text box is displayed,with the text Prepare to indicate preparation for engagement, andmatches of are provided for selection of all service kits that match theproducts, customer training, and frequently asked questions. A text boxis displayed, with the text Best Practices to indicate proven bestpractices for reuse, and matches are provided for selection of all bestpractice content types that match the product. A text box is displayed,with the text Customer Reference to indicate customer reference toendorse service, and matches are provided for selection of all servicewin reports that match the product and customer stories.

An embodiment of a user interface includes buttons, which can include,for example, Offline/Online Mode, Online Tutorial, My Solution/MyPrivate Websites, What's New/Top Content, New Product Releases, PostContent, Customer Contacts, Sales Effectiveness, Customer Stories,Proposals, Sales Kits, Company Processes, CRM/SFA & Links, and CustomPages. Content can be created by selecting search criteria, sortingresults such as by most used, date, name, rating, etc., and packagingand acting on content. Examples of actions include emailing, sending tohandheld devices, downloading zip files, downloading to work offline,saving as a favorite, adding to a homepage, including in customerversions of website, and sending email to fulfillment center. Thumbnailscan be used to view documents.

Customer Enablement

Some customer tasks include:

-   Review Content as defined as the user enablement component. Content    and metadata view cam be displayed from a customer perspective.    Customer has the ability to view online, download, or send a link to    content.-   Email Link Content On Private Website, in which a user sends a link    to one or more documents posted to their site.-   Email Private Website URL, in which a user sends a URL and access    code to customer's private site.-   Submit New Content, where new content submitted by customer or user    is placed in queue to be approved by the author of the private    website-   Update Customer Business Issues to provide a form-driven way to    capture and display the customer's top business issues.-   Request Content Removal using an email sent to author of private    site.

An embodiment of a user interface includes buttons, which can include,for example, buttons to email, download, send link and send URL.

Portal Developer

This component, illustrated at 123 in FIG. 1, is used by a customer tobuild custom web pages to review and download content, and to analyzethe use of content. FIGS. 5-6 illustrate various portal creationembodiments.

Content Template Library

The content template library can be used by content managers. Thelibrary includes ready made templates with the outline of a businessprocess. The library can include advanced templates, such as templatesfor sales enablement kits with an outline of a sales process. Forcompanies with no or less mature processes, the content librarytemplates, release process and sales process provide a jump start fordeployment. Some content template tasks, include Sales ProcessTemplates, which includes sales process, release to market process,deployment process, Sales Kit Templates, which includes a standard listof content types such as MS Word templates, and active deliverable toprovide online guidance, Examples Kits, which includes sales kits andsolution kits, and Example Sales Techniques, which includes industrystandard techniques such as chalk talk.

Sales Methodology Templates

This component can be used by sales, as it includes pre-packaged salesmethodology, including opportunity management approach and techniques.Other methodology templates can be developed for non-sales applications.

Analytics/Management Dashboard

This component, the interfaces of which are illustrated at 121/125 inFIG. 1, can be used by management, as it permits reporting to analyzeand communicate data regarding content use and portal use. The analyticstracks usage, provides real business value in understanding direct andindirect sales staff product mindshare, customer product mindshare,customer buying interest for add-on and cross selling opportunity, whatmarketing initiatives are working or not working, what sales initiativesare working or not working, the effectiveness of the investment in salesenablement (methods, training, CRM, other tools), and the general healthand maintenance of the repository.

Examples of Reports Include Reporting/Analytics and Drill Down Analysis

Reporting/Analytics provides a list of static reports to include as partof a separate reporting tab. Each component has a reporting tab withaccess to different type of reports (sys manager, content manager,user). Reporting/Analytics provides ability to print, save to file, andexport reports in MS Word or Excel format for further manipulation.Within the product, the ability is provided to view report online, savereport to My Solution, or email the report. Drill Down Analysis providesthe ability to sort metrics by target users (e.g. internal staff,partners, customers), by internal staff department (e.g. sales, productmarketing, service, marketing), type of user audience (e.g. technical,non technical)

Mindshare provides a visitor analysis to provide an understanding of themindshare for the usage or content across the entire user base. VisitorSession Overview analysis provides a graphic that shows a number ofvisitor session per day, per week and per month. Able to drill down asstated above from overall users, to groups to individual users. VisitorSession Time analysis provides average per day, per week or for aspecified time period. Most Active Users analysis provide totals foruser by audience with the ability to drill down on a user audience typeand individual using drill down stated above. Least Active Usersanalysis provides totals for user by audience with the ability to drilldown on a user audience type using drill down stated above. GeographicUsage analysis provides a graphic showing usage by country using visitsmetric. Able to drill down. Unique Visitor Visits analysis providestotals of unique visitors for time period, and is capable ofdistinguishing between repeat and one time visitors.

Performance reports provide activity statistics, which provides anunderstanding of the performance of the intelligence center, includingfiles, pages, and other content. The metrics in this report serves as agreat coaching tool for new staff trying to understand the top contentareas of the intelligence center. Overall Site Hits, which provides amacro report for total hits per day, per week, per month, and averageper business working day for a specified time period. Overall PageViews, which provides overall hits reports for page view impressions.Document Action Usage, which provides total documents viewed, emailed,downloaded, save to favorite, published to customer private website.Ability to drill down into specific documents is provided. Top 10Report, which provides top 10 of pages requested, files requested,content types, win/loss reports. Bottom 10 Report, which provides bottom10 of pages requested, files requested, content types, win/loss reports.Top Usage Day, which provides top usage day by number of visits, filesaccessed, and time. Top Customer Portal Usage, which provides topcustomer portals by number of visits and page hits. Usage Time, whichprovides top usage time during the course of a day determined by numberof visits, files accessed, and time spent. Top Pages, which reviews toppages, and allows ability to drill into what audience accesses in eachpage. Top Documents, which reviews the top files accessed, and providesability to drill into count for files viewed online, download, email,posted to customer web, feedback to author, added to favorites. TopEntry page and exit page, which identifies entry and exit page forsession. Top keywords, which provides top keywords used to find content.Top products, which provides top products used to locate content. Topcontent types, which provides top content types used to locate content.Top methodology steps, which provides top methodology step used tolocate content. Top industry, which provides the top industries used bysearch wizard. Top solutions, which provides the top solutions used bysearch wizard. Top competitors, which provides the top competitor usedby search wizard. Customer Portal resources, which provides top productsposted, top documents posted, top kits posted, and the like. TopReferences Requested, which provides references from the win/lossanalysis, list top competitors, products, industry requested. ContentDashboard, which provides the total products, total competitors, totalcontent types, kit types, solution types, and win/loss reports.

Maintenance System Setup provides information to maintain theintelligence center. A User Usage List provides a list of users thatinclude: user name, last accessed date, user audience, department, setupdate, content authored count, average time spent on site, filesaccessed. The list can be sorted by last accessed date. An IndustryUsage List provides an industry name, description, number ofassociations to win/loss reports. A Content Usage Types provides a typename, description, flag for template and example including the file namefor each, number of associations to documents. A Product Usage Listprovides a listing of products, owner, version, sales channels (audiencethat have access to product's content), number of associations todocuments, docs posted to MY Solution pages, and win/loss reports. ACompetitor List provides a list of competitors, number of associationsto wins/loss reports.

Content Maintenance provides information to communicate availability ofcontent and ongoing content maintenance. What's New provides a HTMLformat report to drop into email to announce updates. This includes newcontent and updated content. Metadata includes document title, updatedate, author, and description. The content manager is allowed to setwhat metadata to include. Ability is provided to create different whatnew reports based on target audience such as internal staff, partnersand customers. Total Documents Per Content Type provides a total of eachcontent type. Content Publishing provides content management metrics fortotal documents: submitted, published, archived, deleted. Also, metricscan be provided for total win/loss reports published, updated, deleted.Win/Loss provides total win/losses, total by industry, total bycompetitor, and total by product. Author Maintenance Report provides alisting of users that have created content, date posted, retire date,rating, view count. Listing can be sorted by audience, department, oruser. Enable the report to be emailed to content authors with embeddedlinks to launch content directly for maintenance and re-publishing.Content Department Ownership provides totals for content owned bydepartment. Archive Content, which provides a list that is older thanspecified date range. For example, all content that is 12 months orolder. Provide ability to sort by owner, owning division, department,product. Similar to author maintenance report, enable report to beemailed to author. Content Department Ownership provides totals forcontent owned by department. Archive Content provides a list contentthat is older than specified date range (e.g. content that is 12 monthsor older). Ability is provided to sort by owner, owning division,department, product. Report can be emailed to author. Unused Contentprovides a list of content with access view count less than specifiednumber. Emails are auto generated by the repository based on thresholdsestablished by content managers. Content Archive Reporting provides alist of content archived based on auto archive criteria set by systemmanagement. Kit Report provides a list of kits with product name,product version, publish date, total hits, owner. A pie chart can beprovided with a breakdown of different kit types. Customer PortalMaintenance Total number of portals sort by industry, list of customerportals, owner, date created, last accessed, industry, customer contactemail address, last update date, and view count. Based on visitsthreshold, report can be generated to provide customer portal deletionnotice to portal owner.

Individual Reporting provides user reporting to drive effective use ofcontent. A Solution tab provides a general user content dashboard, whichprovide overview metrics with totals for: total documents, vieweddocuments by user, win/loss reports submitted by user, customer portalsgenerated by user, and total documents submitted and published. TheSolution tab further provides a document distribution history, whichtracks what documents have been sent for each customer. This informationis shared with CRM to populate the activity record. The Solution tabfurther provides content accessed, which includes a list of contentaccessed and not accessed per user. The Solution tab further provides mytop kits, which includes top accessed kits. The Solution tab furtherprovides my top wins, which includes top accessed win/loss reports. TheSolution tab further provides my top documents, which includes topaccessed documents.

My Portal Reports are used to track prospects and customers buyingbehavior. All Customer Portals Usage Metrics provide customer portalsreporting for all portals owned by the user, including total uservisits, total duration of visits, total docs viewed/downloaded, totalvisits by day. Customer Usage provide data on one specific customerportal, including details for access to following resources, user, timespent on site, docs, kits, pages, products. Also, time on site, recordfor each email address are used. Customer Content Posting includes alist of all content posted for each portal. The content includesmetadata, such as document title, date, and posted by data. CustomerPortal Opportunity Report includes all data contained on the home pageof the customer portal including top business issues, decision criteria,next meeting, contact name, compelling event or project enabled andtitle of related customer stories. Top Content includes content used bytop 20% (or other percentage by way of configuration using the contentmanager) of representations. The content includes top kits, documentsand win reports.

Technical Statistics provides information to improve technicalperformance. Top referring sites, MS Explorer version (or otherbrowser), platform, listing of failed login attempts, and failed fileaccess can be reported.

Management Dashboard

A management dashboard is a standalone reporting component to understandthe usage patterns and business analytics. No other component isrequired. Dashboard tasks include Kit Training Reporting, to providereporting for individuals that have reviewed specific modules, ProductRelease Content Communication to send email with an outline of productrelease and new content available to enable the individual, and othertypes of reports such as Mindshare, Educational Reports, and SolutionPerformance.

CRM and Other Tool Integration

Customer Relationship Management (CRM), and Partner RelationshipManagement (PRM) markets have developed over the past 10 years withannual revenue growth between 20-30%. These applications focus on thecustomer, improving customer acquisition and retention. While theseapplications have automated the sales process, improved the efficiencyof customer service, and centralized key customer information, theycontinue to lack methods for information dissemination and feedback.Training and feedback can be used to ensure the sales and servicechannels are certified, and that customers, partners and resellers havea process for providing feedback about products and services.

The intelligence center adds a CRM application programming interface(API) or using Microsoft.net to exchange information. Integration with aCRM/SFA software platform allows users of the intelligence center tointeract with, and leverage data that exist within the CRM applicationand vice versa. The data may include contact information, collateraldistribution information, account information, account history, loginformation, and so forth. Some aspects of the integration, however, arespecific to the targeted CRM application. For example, some embodimentspass email address and email function from Microsoft Outlook or CRM tothe intelligence center and/or to web portal generation. Someembodiments pass collateral distribution information from theintelligence center to a CRM to associate account content.

Content from an existing repository can be moved into the intelligencecenter using a CSV import mechanism to provide an easy way to publishseveral content items at once keeping existing content in use, withoutredundancy or programming. Content can be shared between theintelligence center and an existing content management system or portalusing XML-based content-sharing API. Content can be published once, anddelivered to multiple destinations (for example: Plumtree, Vignette,Interwoven, IcSolution), or published where convenient and synchronizecontent between systems. Various embodiments integrate with MicrosoftCustomer Relationship Management (CRM).

This disclosure refers to several figures that resemble flow diagrams.One of ordinary skill in the art will understand, upon reading andcomprehending this disclosure, that the methods related to the flowdiagrams may occur in the order as illustrated in the flow diagrams, andmay be ordered in another manner. Thus, the present subject matter isnot limited to a particular order or logical arrangement.

Although specific embodiments have been illustrated and describedherein, it will be appreciated by those of ordinary skill in the artthat any arrangement which is calculated to achieve the same purpose maybe substituted for the specific embodiments shown. This application isintended to cover adaptations or variations of the present subjectmatter. It is to be understood that the above description is intended tobe illustrative, and not restrictive. Combinations of the aboveembodiments, portions of the above embodiments and other embodiments,will be apparent to those of skill in the art upon reviewing the abovedescription. The scope of the present subject matter should bedetermined with reference to the appended claims, along with the fullscope of equivalents to which such claims are entitled.

What is claimed is:
 1. A system that provides portal access through webbrowsers, the system comprising processing circuitry configured tooperate on instructions stored in a memory to provide: a user interfaceconfigured for receiving a user selection of a portal visitor type tocreate a customizable portal associated with an organization, whereinthe portal visitor type identifies users that can access thecustomizable portal, wherein the user interface is a table drivenwizard; a search wizard configured for determining content associatedwith the portal visitor type and configured for providing the determinedcontent for user selection thereof; and a portal developer wizardconfigured for creating the customizable portal, wherein thecustomizable portal is configured to be packaged, wherein thecustomizable portal is based on the selected content and the portalvisitor type and wherein the content is automatically archived based onan email being transmitted to an owner of the content prior to thearchiving and the archiving being initiated in response to receiving noreply in response to the email from the owner.
 2. The system of claim 1,wherein the determined content is provided further based on a groupconsisting of business practices of the organization, offerings by theorganization, and an industry type being associated with the selectedportal visitor type.
 3. The system of claim 1 further comprising: asystem manager configured for extracting graphical representationinformation from an existing website associated with the organization,wherein a portal module is configured for customizing the customizableportal based on the graphical representation information.
 4. The systemof claim 3, wherein the graphical representation information includesfont type, font size, color, images, business logo, and graphicalbuttons.
 5. The system of claim 1, wherein the user interface isconfigured for identifying users with privileges to create thecustomizable portal.
 6. The system of claim 1 further comprising: ananalytics engine configured for customizing analytic reports to generatereal-time analytic reports regarding user interactions with thecustomizable portal.
 7. The system of claim 1 further comprising: acontent repository configured for associating an expiration date withthe selected content in the customizable portal, and wherein the contentrepository is further configured for generating an alert message,regarding the expiration date, to an owner of the customizable portalwithin a specified time period prior to the expiration date.
 8. Thesystem of claim 1 further comprising: a content repository configuredfor generating an alert message to an owner of the customizable portalor archiving the selected content in response to a content usage beingless than a certain threshold.
 9. The system of claim 1, wherein thecontent is automatically archived based on a last update for thecontent.
 10. The system of claim 1, wherein the content is automaticallyarchived based on a minimum usage of the content over a defined periodof time.
 11. The system of claim 1, wherein the content is automaticallyarchived based on an expiration date associated with the content. 12.The system of claim 1, wherein initiation of the archiving is aborted inresponse to receiving an extended date associated with the content. 13.The system of claim 1, wherein the initiation of the archiving isaborted in response to receiving an update associated with the content.14. A computer-implemented method to provide a portal access through webbrowsers, the method comprising: receiving, by a user interface, a userselection of a portal visitor type to create a customizable portalassociated with an organization, wherein the portal visitor typeidentifies users that can access the customizable portal, wherein theuser interface is a table driven wizard; determining, by a searchwizard, content associated with the portal visitor type and configuredfor providing the determined content for user selection thereof; andcreating, by a portal developer wizard, the customizable portal, whereinthe customizable portal is configured to be packaged, wherein thecustomizable portal is based on the selected content and the portalvisitor type and wherein the content is automatically archived based onan email being transmitted to an owner of the content prior to thearchiving and the archiving being initiated in response to receiving noreply in response to the email from the owner.
 15. The method of claim14 further comprising: associating, by a content repository, anexpiration date with the selected content in the customizable portal,wherein the content repository is configured for generating an alertmessage, regarding the expiration date, to an owner of the customizableportal within a specified time period prior to the expiration date. 16.The method of claim 14, wherein the content is automatically archivedbased on at least one of (i) a last update for the content, (ii) aminimum usage of the content over a defined period of time, and (iii) anexpiration date associated with the content.
 17. The method of claim 14,wherein initiation of the archiving is aborted in response to at leastone of (i) receiving an extended date associated with the content and(ii) receiving an update associated with the content.
 18. Anon-transitory computer-readable medium storing instructions, which whenexecuted by a computer, causes the computer to provide a portal accessthrough web browsers by performing the method of: receiving, by a userinterface, a user selection of a portal visitor type to create acustomizable portal associated with an organization, wherein the portalvisitor type identifies users that can access the customizable portal,wherein the user interface is a table driven wizard; determining, by asearch wizard, content associated with the portal visitor type andconfigured for providing the determined content for user selectionthereof; and creating, by a portal developer wizard, the customizableportal, wherein the customizable portal is configured to be packaged,wherein the customizable portal is based on the selected content and theportal visitor type and wherein the content is automatically archivedbased on an email being transmitted to an owner of the content prior tothe archiving and the archiving being initiated in response to receivingno reply in response to the email from the owner.
 19. The medium ofclaim 18, wherein the content is automatically archived based on atleast one of (i) a last update for the content′ (ii) a minimum usage ofthe content over a defined period of time and (iii) an expiration dateassociated with the content.
 20. The medium of claim 18, whereininitiation of the archiving is aborted in response to at least one of(i) receiving an extended date associated with the content and (ii)receiving an update associated with the content.